IWY iShares Russell Top 200 Growth ETF | $118,044,049 | $1,115,101 ▼ | -0.9% | 673,690 | 8.7% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $101,905,574 | $3,716,375 ▲ | 3.8% | 2,996,341 | 7.5% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $95,436,537 | $2,130,163 ▲ | 2.3% | 2,711,265 | 7.0% | ETF |
IVV iShares Core S&P 500 ETF | $87,688,360 | $934,247 ▲ | 1.1% | 183,590 | 6.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $81,089,473 | $13,538,898 ▲ | 20.0% | 817,022 | 5.9% | Finance |
VTV Vanguard Value ETF | $71,292,548 | $2,225,608 ▲ | 3.2% | 476,873 | 5.2% | ETF |
OMFL Invesco Russell 1000 Dynamic Multifactor ETF | $62,324,710 | $2,021,698 ▲ | 3.4% | 1,212,307 | 4.6% | ETF |
ICSH BlackRock Ultra Short-Term Bond ETF | $58,374,423 | $1,591,830 ▲ | 2.8% | 1,159,142 | 4.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $52,636,758 | $876,702 ▼ | -1.6% | 748,212 | 3.9% | ETF |
IWR iShares Russell Mid-Cap ETF | $50,398,735 | $1,585,692 ▲ | 3.2% | 648,382 | 3.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $42,987,433 | $2,398,639 ▲ | 5.9% | 1,045,922 | 3.2% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $36,978,925 | $1,147,433 ▲ | 3.2% | 372,808 | 2.7% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $34,275,272 | $5,365,613 ▼ | -13.5% | 1,150,949 | 2.5% | ETF |
BND Vanguard Total Bond Market ETF | $33,955,509 | $223,592 ▲ | 0.7% | 461,665 | 2.5% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $26,113,335 | $929,158 ▲ | 3.7% | 258,138 | 1.9% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $24,914,405 | $293,839 ▲ | 1.2% | 169,324 | 1.8% | ETF |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $24,661,560 | $888,052 ▲ | 3.7% | 899,400 | 1.8% | ETF |
SYK Stryker | $22,727,000 | $1,497 ▲ | 0.0% | 75,893 | 1.7% | Medical |
EEM iShares MSCI Emerging Markets ETF | $20,546,125 | $47,247 ▲ | 0.2% | 510,970 | 1.5% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $18,015,171 | $1,668,285 ▲ | 10.2% | 322,274 | 1.3% | ETF |
GWX SPDR S&P International Small Cap ETF | $13,347,951 | $429,364 ▲ | 3.3% | 420,275 | 1.0% | ETF |
AAPL Apple | $13,297,823 | $328,845 ▲ | 2.5% | 69,068 | 1.0% | Computer and Technology |
MUB iShares National Muni Bond ETF | $8,926,856 | $713,667 ▲ | 8.7% | 82,343 | 0.7% | ETF |
VO Vanguard Mid-Cap ETF | $7,765,017 | $225,666 ▼ | -2.8% | 33,377 | 0.6% | ETF |
VUG Vanguard Growth ETF | $7,064,351 | $341,046 ▲ | 5.1% | 22,723 | 0.5% | ETF |
MSFT Microsoft | $6,939,222 | $426,439 ▲ | 6.5% | 18,453 | 0.5% | Computer and Technology |
DSI iShares MSCI KLD 400 Social ETF | $5,819,705 | $78,668 ▼ | -1.3% | 63,917 | 0.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $5,788,059 | $25,022 ▼ | -0.4% | 70,551 | 0.4% | Manufacturing |
ESGD iShares ESG Aware MSCI EAFE ETF | $5,484,578 | $162,640 ▲ | 3.1% | 72,604 | 0.4% | Manufacturing |
SCZ iShares MSCI EAFE Small-Cap ETF | $5,279,599 | $17,889 ▲ | 0.3% | 85,292 | 0.4% | ETF |
UFPT UFP Technologies | $5,269,929 | | 0.0% | 30,632 | 0.4% | Industrial Products |
JNJ Johnson & Johnson | $4,491,819 | $78,686 ▼ | -1.7% | 28,657 | 0.3% | Medical |
IWF iShares Russell 1000 Growth ETF | $4,315,494 | $739,764 ▼ | -14.6% | 14,234 | 0.3% | ETF |
PG Procter & Gamble | $4,276,184 | $44,548 ▲ | 1.1% | 29,181 | 0.3% | Consumer Staples |
SPTL SPDR Portfolio Long Term Treasury ETF | $4,062,566 | $51,366 ▲ | 1.3% | 139,991 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $3,767,384 | $301,557 ▼ | -7.4% | 72,310 | 0.3% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $3,682,059 | $45,239 ▲ | 1.2% | 128,923 | 0.3% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $3,455,915 | $197,254 ▲ | 6.1% | 96,238 | 0.3% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $3,453,136 | $64,316 ▲ | 1.9% | 32,912 | 0.3% | Manufacturing |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $3,419,842 | $205,208 ▼ | -5.7% | 55,212 | 0.3% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $3,182,058 | $423,328 ▲ | 15.3% | 62,344 | 0.2% | Manufacturing |
VV Vanguard Large-Cap ETF | $3,162,428 | $171,255 ▼ | -5.1% | 14,496 | 0.2% | ETF |
BNDW Vanguard Total World Bond ETF | $3,098,281 | $1,175,334 ▼ | -27.5% | 44,766 | 0.2% | ETF |
DOL WisdomTree International LargeCap Dividend Fund | $3,020,736 | $144,722 ▼ | -4.6% | 61,324 | 0.2% | Finance |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,949,003 | $1,541,958 ▲ | 109.6% | 61,772 | 0.2% | ETF |
CRM Salesforce | $2,758,036 | $6,316 ▲ | 0.2% | 10,481 | 0.2% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $2,686,202 | $154,964 ▲ | 6.1% | 5,651 | 0.2% | Finance |
BRK.B Berkshire Hathaway | $2,600,676 | $19,262 ▲ | 0.7% | 7,291 | 0.2% | Finance |
IYW iShares U.S. Technology ETF | $2,574,217 | $575,335 ▲ | 28.8% | 20,971 | 0.2% | Manufacturing |
DAVA Endava | $2,426,585 | $2,336 ▼ | -0.1% | 31,170 | 0.2% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $2,405,591 | $13,649 ▲ | 0.6% | 47,410 | 0.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $2,349,787 | $159,611 ▼ | -6.4% | 9,054 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,250,771 | $30,529 ▼ | -1.3% | 29,564 | 0.2% | ETF |
AMZN Amazon.com | $2,244,116 | $87,522 ▲ | 4.1% | 14,769 | 0.2% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $2,221,401 | $127,122 ▼ | -5.4% | 13,036 | 0.2% | ETF |
XOM Exxon Mobil | $2,188,249 | $164,174 ▼ | -7.0% | 21,886 | 0.2% | Oils/Energy |
GOOGL Alphabet | $2,047,157 | $546,467 ▲ | 36.4% | 14,655 | 0.2% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $2,001,893 | $1,183,219 ▼ | -37.1% | 20,670 | 0.1% | ETF |
GOOG Alphabet | $1,995,851 | $495,651 ▲ | 33.0% | 14,162 | 0.1% | Computer and Technology |
WMT Walmart | $1,976,342 | $2,995 ▼ | -0.2% | 12,536 | 0.1% | Retail/Wholesale |
OEF iShares S&P 100 ETF | $1,901,781 | $1,524,686 ▲ | 404.3% | 8,513 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $1,887,477 | $291,688 ▼ | -13.4% | 15,103 | 0.1% | ETF |
UNP Union Pacific | $1,860,433 | $11,054 ▲ | 0.6% | 7,574 | 0.1% | Transportation |
EFA iShares MSCI EAFE ETF | $1,839,485 | $388,589 ▲ | 26.8% | 24,412 | 0.1% | Finance |
VBR Vanguard Small-Cap Value ETF | $1,837,824 | $39,597 ▼ | -2.1% | 10,211 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,751,797 | $363,956 ▲ | 26.2% | 16,182 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $1,728,337 | $100,389 ▲ | 6.2% | 16,545 | 0.1% | ETF |
ORCL Oracle | $1,703,302 | $7,380 ▲ | 0.4% | 16,155 | 0.1% | Computer and Technology |
ESGE iShares ESG Aware MSCI EM ETF | $1,650,885 | $72,392 ▲ | 4.6% | 51,493 | 0.1% | Manufacturing |
JPM JPMorgan Chase & Co. | $1,628,845 | $252,109 ▼ | -13.4% | 9,575 | 0.1% | Finance |
IVW iShares S&P 500 Growth ETF | $1,623,068 | $140,062 ▲ | 9.4% | 21,612 | 0.1% | ETF |
HD Home Depot | $1,592,564 | $3,812 ▼ | -0.2% | 4,595 | 0.1% | Retail/Wholesale |
QQQ Invesco QQQ | $1,470,102 | $9,831 ▼ | -0.7% | 3,589 | 0.1% | Finance |
AMT American Tower | $1,457,624 | $294,245 ▼ | -16.8% | 6,752 | 0.1% | Finance |
JVAL JPMorgan US Value Factor ETF | $1,448,228 | $139,314 ▼ | -8.8% | 37,538 | 0.1% | ETF |
IOO iShares Global 100 ETF | $1,444,576 | $7,811 ▲ | 0.5% | 17,940 | 0.1% | ETF |
MBB iShares MBS ETF | $1,430,594 | $50,521 ▲ | 3.7% | 15,206 | 0.1% | ETF |
IWX iShares Russell Top 200 Value ETF | $1,415,689 | $54,522 ▼ | -3.7% | 20,175 | 0.1% | ETF |
NVDA NVIDIA | $1,398,770 | $54,980 ▲ | 4.1% | 2,824 | 0.1% | Computer and Technology |
DON WisdomTree U.S. MidCap Dividend Fund | $1,386,207 | $341,857 ▼ | -19.8% | 30,339 | 0.1% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,273,882 | $579,718 ▲ | 83.5% | 24,844 | 0.1% | Manufacturing |
DFUS Dimensional U.S. Equity ETF | $1,133,938 | $5,183 ▲ | 0.5% | 21,878 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $1,128,608 | $97,510 ▲ | 9.5% | 14,653 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,125,175 | $39,797 ▲ | 3.7% | 29,602 | 0.1% | ETF |
FVD First Trust Value Line Dividend Index Fund | $1,113,202 | $62,748 ▼ | -5.3% | 27,445 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,106,477 | $550,907 ▲ | 99.2% | 1,898 | 0.1% | Medical |
PEP PepsiCo | $1,099,185 | $679 ▲ | 0.1% | 6,471 | 0.1% | Consumer Staples |
XJH iShares ESG Screened S&P Mid-Cap ETF | $1,091,527 | $1,091,527 ▲ | New Holding | 28,933 | 0.1% | ETF |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | $1,057,582 | $77,398 ▼ | -6.8% | 11,109 | 0.1% | ETF |
PFE Pfizer | $1,046,382 | $7,831 ▼ | -0.7% | 36,345 | 0.1% | Medical |
IXC iShares Global Energy ETF | $1,044,456 | $1,044,456 ▲ | New Holding | 26,705 | 0.1% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $1,043,360 | $27,083 ▲ | 2.7% | 14,485 | 0.1% | ETF |
DAL Delta Air Lines | $1,021,589 | $61,795 ▲ | 6.4% | 25,393 | 0.1% | Transportation |
IWD iShares Russell 1000 Value ETF | $1,010,679 | $4,627 ▲ | 0.5% | 6,116 | 0.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,001,570 | $826,967 ▲ | 473.6% | 18,075 | 0.1% | Manufacturing |
SHW Sherwin-Williams | $988,111 | $2,183 ▲ | 0.2% | 3,168 | 0.1% | Construction |
ADI Analog Devices | $983,661 | $138,821 ▼ | -12.4% | 4,953 | 0.1% | Computer and Technology |
IFRA iShares U.S. Infrastructure ETF | $932,025 | $116,342 ▲ | 14.3% | 23,144 | 0.1% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $931,137 | $714,062 ▲ | 328.9% | 18,449 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $914,468 | $26,217 ▲ | 3.0% | 16,289 | 0.1% | ETF |
